Summary
Overview
Work History
Education
Skills
Beyondacademia
Careerscan
Professional Highlights
Personal Information
Languages
Projects
Languages
Timeline
Generic

ANIRUDDHA SHARMA

Kolkata

Summary

To obtain a challenging post at a reputable organization that will utilize both my educational background and professional experience to contribute to the organization's noble and humanitarian goals and simultaneously provide excellent opportunities for career.

Overview

8
8
years of professional experience

Work History

Relationship Manager:-Home Loan& Mortgage

HDFC SALES PVT LTD
06.2017 - Current
  • Responsible for lane to lane / area mapping of area / geography at regular intervals with the help of supervisor
  • Identify new sources in the allocated area / geography and inform the progress to reporting manager during team huddle
  • Responsible for managing the relationship with all sources assigned and identified by him in his geography / area
  • Responsible for maintaining reports related to sales and all his activities in the prescribed format
  • Should maintain diary on daily basis in the prescribed format of activities
  • Responsible for identifying the needs for appointment & recruit new channel partner & regular basis follow up & review them for business
  • Responsible for attending team huddle on a daily basis as per the set process
  • Responsible for enhancing the customer experience by developing and maintaining relationship with customers
  • Responsible for submission of complete application form, documentations and information.

Asst. Manager:-Home Loan

Bajaj Finserv
  • Evaluates loan applications and documentation by confirming credit worthiness
  • Improves loan applications and documentation by informing applicant of additional requirements
  • Rejects loans by explaining deficiencies to applicants
  • Approves loans by issuing checks or forwarding applications to loan committee
  • Completes loan contracts by explaining provisions to applicant; obtaining signatures and notarizations; collecting fees
  • Meet with applicants to obtain information for loan applications and to answer questions about the process
  • Analyze applicants' financial status, credit, and property evaluations to determine feasibility of granting loans
  • Explain to customers the different types of loans and credit options that are available, as well as the terms of those services
  • Obtain and compile copies of loan applicants' credit histories, corporate financial statements, and other financial information
  • Review and update credit and loan files & ensure that they are complete and accurate according to policy
  • Maintains customer confidence by keeping loan information confidential
  • Meet Revenue target months on month’s basis in terms of login disbursement& encasement basis.

Asst.Manager:-Sales & Business Development

COUNTRY CLUB INDIA LTD
Kolkata
  • Offering a first class service to both potential and existing customers
  • Managing the work of Sales executives
  • Providing weekly Sales reports
  • Manage and develop a growing team of Sales Developers
  • Identifying and cultivating new prospects
  • First class negotiating, selling and closing skills
  • Ability to learn quickly and drive new messages through customer channels
  • Have the ability to sell over the phone and face to face
  • Experience within a medium/large marketing team
  • Sound strategic and implementation skills
  • Identifying commercial opportunities
  • Delivering complex solutions for key customers and influencers
  • Collect payments & maintain records of Transactions
  • Overall handling 20 people in my team
  • Try to bring 60%-70% business through this team month on month
  • Assist with Changes to travel arrangement & booking where require.

Relationship Manager –Equity & Wealth Management

ICICI Securities Limited
Kolkata
  • Investment / Portfolio Management Portfolio performance, conducting profitability analysis, rendering sustained advisory services for securing high ROI and increasing retention levels
  • Choosing & monitoring appropriate investment & allocating funds
  • Monitoring settlement issues - securities and funds pay in pay out; handling margin monitoring and collection necessitated by on line position changes
  • Equity Research & Wealth Management Undertaking qualitative/ quantitative forecasting analysis under consideration for investment & in-depth strategic company reviews to determine potential candidates
  • Understanding financial requirements, designing & creating structured notes, evaluating risk return, constraints & horizon
  • Granting Investment Advisory Services and Portfolio Construction for Premium HNI clients regarding Security Analysis- Derivatives, commodities and Fixed Income Securities
  • Relationship Management Building and maintaining healthy business relations with major clients, ensuring the customer satisfaction by achieving delivery and service quality norms
  • Interacting with the customers to gather their feedback regarding the product satisfaction
  • Possess excellent customer service & consultative ability, maintaining favourable relationships with existing accounts & valued partners
  • Training Management Directed the activities of up to DST sales executives on various financial products, online equity trading
  • Trained staff in new inventory management programs, policies, computer updates and product information
  • Train them how to generate new business through cold calling, professional networking & direct marketing.

Education

MBA - Finance/Marketing

Dr. B.C Roy Engineering (WBUT) College, Durgapur
01.2006

B.Com. (P) -

MAHARAJA BIRBIKRAM College, (Tripura University), Agartala
01.2004

Skills

  • Comparative Market Analysis
  • Strategic Planning skill
  • Relationship Building
  • Business Development Skill
  • Excellent Presentation Skill
  • Direct & Channel Marketing
  • Team Management Skill

Beyondacademia

  • Participated in Non Company Recreation Club Science Exhibition in 2005 held at Durgapur City Centre.
  • Times of India Seminar held at Dr. B.C Roy Engineering College at Durgapur..
  • Painting Course with 1st Division organized by Bangiya Sangit Parishad

Careerscan

  • 06/07/17, HDFC SALES PVT LTD (Home Loan), Relationship Manager:-Home Loan& Mortgage., Area / Lane / Geography Mapping: Responsible for lane to lane / area mapping of area / geography at regular intervals with the help of supervisor. Identify new sources in the allocated area / geography and inform the progress to reporting manager during team huddle., Source Relationship Management: Responsible for managing the relationship with all sources assigned and identified by him in his geography / area., Maintain Reports: Responsible for maintaining reports related to sales and all his activities in the prescribed format. Should maintain diary on daily basis in the prescribed format of activities., Channel Partner Recruitment: Responsible for identifying the needs for appointment & recruit new channel partner & regular basis follow up & review them for business., Team Huddle: Responsible for attending team huddle on a daily basis as per the set process., Customer Relationship Management: Responsible for enhancing the customer experience by developing and maintaining relationship with customers., Completion of File: Responsible for submission of complete application form, documentations and information.
  • 07/18/16 - 06/04/17, Bajaj Finserv, Asst. Manager:-Home Loan, Evaluates loan applications and documentation by confirming credit worthiness., Improves loan applications and documentation by informing applicant of additional requirements., Rejects loans by explaining deficiencies to applicants., Approves loans by issuing checks or forwarding applications to loan committee., Completes loan contracts by explaining provisions to applicant; obtaining signatures and notarizations; collecting fees., Meet with applicants to obtain information for loan applications and to answer questions about the process., Analyze applicants' financial status, credit, and property evaluations to determine feasibility of granting loans., Explain to customers the different types of loans and credit options that are available, as well as the terms of those services., Obtain and compile copies of loan applicants' credit histories, corporate financial statements, and other financial information., Review and update credit and loan files & ensure that they are complete and accurate according to policy., Maintains customer confidence by keeping loan information confidential., Meet Revenue target months on month’s basis in terms of login disbursement& encasement basis.
  • 05/02/13 - 07/18/16, COUNTRY CLUB INDIA LTD (Kolkata), Asst.Manager:-Sales & Business Development, Offering a first class service to both potential and existing customers., Managing the work of Sales executives., Providing weekly Sales reports., Manage and develop a growing team of Sales Developers., Identifying and cultivating new prospects., First class negotiating, selling and closing skills., Ability to learn quickly and drive new messages through customer channels., Have the ability to sell over the phone and face to face., Experience within a medium/large marketing team., Sound strategic and implementation skills., Identifying commercial opportunities., Delivering complex solutions for key customers and influencers., Collect payments & maintain records of Transactions., Overall handling 20 people in my team., Try to bring 60%-70% business through this team month on month., Assist with Changes to travel arrangement & booking where require.
  • 11/06 - 01/09, ICICI Securities Limited, Kolkata, Relationship Manager –Equity & Wealth Management, Investment / Portfolio Management, Portfolio performance, conducting profitability analysis, rendering sustained advisory services for securing high ROI and increasing retention levels., Choosing & monitoring appropriate investment & allocating funds., Monitoring settlement issues - securities and funds pay in pay out; handling margin monitoring and collection necessitated by on line position changes., Equity Research & Wealth Management, Undertaking qualitative/ quantitative forecasting analysis under consideration for investment & in-depth strategic company reviews to determine potential candidates., Understanding financial requirements, designing & creating structured notes, evaluating risk return, constraints & horizon., Granting Investment Advisory Services and Portfolio Construction for Premium HNI clients regarding Security Analysis- Derivatives, commodities and Fixed Income Securities., Relationship Management, Building and maintaining healthy business relations with major clients, ensuring the customer satisfaction by achieving delivery and service quality norms., Interacting with the customers to gather their feedback regarding the product satisfaction., Possess excellent customer service & consultative ability, maintaining favourable relationships with existing accounts & valued partners., Training Management, Directed the activities of up to DST sales executives on various financial products, online equity trading., Trained staff in new inventory management programs, policies, computer updates and product information., Train them how to generate new business through cold calling, professional networking & direct marketing.

Professional Highlights

  • Received Appreciation Email for being the 9th highest Equity Revenue earner in Kolkata for ICICI Direct in the month of August 2008.
  • Attained 9th Rank as a Relationship Manager in Eastern Region in C2T ranking of equity revenue earning in the month of July 2008.
  • Sales Of 10 Lakes Fixed Deposit along with 2 Lakes Insurance to achieved 40,000/- Sales Revenue, ICICI DIRECT in Nov 2008.
  • Achieved of 7 Lakes Individual business Revenue to sale COUNTRY CLUB Membership Oct-Nov 2013.
  • Undertook Promotional initiatives to organise Mega presentation for the customers which in return helped the company to earn profits in Ltd Dec 2013(Country Club India).
  • Disbursed 1.5 Cr Housing Loan in the months of Oct 2016 (Bajaj Finance Ltd, SHL Dept.)
  • Win Pattaya Trip for highest Business Revenue achieved in the months of Oct 2016.(Bajaj Finance ,SHL Dept).
  • Disbursed 2 Cr Housing Loan in the Month of Feb 2017 (Bajaj Finance Ltd SHL Dept).
  • Disbursed 1 Cr Housing Loan & 10 Fresh file Logging in the Month of March 2018 (HDFC Sales PVT Ltd.)
  • Win HDFC Login & RHDFC contest in Oct-Nov 2018 for Local Contest.
  • Disbursed 1.27 Cr Home Loan along with 10 new fresh file Logging in the Months Of DEC 2019 (HDFC Sales Pvt Ltd)
  • Cross Selling of Insurance 5 Lakhs sale in the Months Of DEC 2019 (HDFC Sales Ltd).
  • Disbursed 1 Cr Home Loan along with 10 new fresh file Logging in the Months Of Jan 2020 (HDFC Sales Pvt Ltd.)
  • Cross Selling Of Insurance 7 Lakhs sale in the months of Jan 2020 (HDFC Sales Pvt Ltd)
  • Disbursed Home Loan Amount Rs.2,75,00,000/- 31st March 2022

Personal Information

Date of Birth: 01/14/83

Languages

  • English
  • Bengali
  • Hindi

Projects

TATA AIG Insurance Co. Ltd., Durgapur & Kolkata, 05/16/05 - 07/15/05, Customer Relationship Management (CRM), Summer Trainee, Working with CRM team in ensuring accurate communications of objectives of company when customer first calls in., Following up with complaints or inquiries of customers, collecting previous due, payments issuing customer refund & forwarding customers concerns to upper level managements when required., Ensuring that they follow all company protocols while dealing with customers, Work with employees & providing guidance during tough situations to acquire appropriate resolutions for the customer & company., Assessing the situation & determining an appropriate suitable course of actions

Languages

English
First Language

Timeline

Relationship Manager:-Home Loan& Mortgage

HDFC SALES PVT LTD
06.2017 - Current

Asst. Manager:-Home Loan

Bajaj Finserv

Asst.Manager:-Sales & Business Development

COUNTRY CLUB INDIA LTD

Relationship Manager –Equity & Wealth Management

ICICI Securities Limited

MBA - Finance/Marketing

Dr. B.C Roy Engineering (WBUT) College, Durgapur

B.Com. (P) -

MAHARAJA BIRBIKRAM College, (Tripura University), Agartala
ANIRUDDHA SHARMA